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Alger Focus Equity Z (ALZFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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65.94+0.59 (+0.90%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.64%
5-Year Average Return17.39%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (May 16, 2024)46.12%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return46.12%
Worst 3-Yr Total Return3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALZFXCategory
YTD12.13%12.38%
1-Month-3.89%5.09%
3-Month6.52%10.28%
1-Year39.10%41.70%
3-Year4.54%22.56%
5-Year14.97%21.98%
10-Year15.37%15.99%
Last Bull Market36.20%25.99%
Last Bear Market-23.57%-17.29%

Annual Total Return (%) History

Year
ALZFXCategory
2024
N/AN/A
2023
44.63%N/A
2022
-35.75%N/A
2021
20.00%N/A
2020
46.12%35.86%
2019
34.29%31.90%
2018
1.64%-2.09%
2017
34.10%27.67%
2016
1.32%3.23%
2015
7.37%3.60%
2014
14.34%10.00%
2013
36.12%33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.67%N/AN/AN/A
202314.80%14.24%-4.23%15.15%
2022-12.26%-23.57%-3.06%-1.17%
20212.24%11.66%-1.16%6.34%
2020-10.56%30.57%13.90%9.86%
201915.83%5.30%-0.80%10.99%
20184.34%8.14%7.22%-15.99%
201711.21%6.06%5.92%7.33%
2016-3.05%-0.64%6.71%-1.44%
20155.11%2.62%-8.75%9.09%
20140.40%5.28%3.97%4.05%
20138.84%1.19%10.44%11.91%

Rank In Category (By Total Return)

YTD3
1-Month11
3-Month10
1-Year4
3-Year57
5-Year21

Load Adjusted Returns

1-Year39.10%
3-Year4.54%
5-Year14.97%
10-Year15.37%